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To: arun gera who wrote (31358)	5/31/1999 3:55:00 PM
From: gdichaz	Read Replies (1) \| Respond to of 152472

Chuckle. You catch me out. I agree completely and hold BRCM for the reasons you state. Broadcom covers all three fields itself. As an offshoot though, you might consider looking at Terayon (TERN) as a company with major potential in cable and wireline. More narrow and more risky but I was attracted, since it uses CDMA on wire - no Q patents or relationships though. But along with BRCM has been chosen to develop the next set of cable modems for standard examination. Again TERN is highly risky, and has a much narrower focus than BCRM. But S CDMA (unique to TERN) on wire has some of the same advantages as CDMA in the air.